Advisor at Naples Money Management LLC
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Firm
Naples Money Management LLC
Location
Naples, FL 34108
Credentials
Series 63
Industry experience
40 years
Dawn Litchfield is a financial advisor at Naples Money Management LLC with 40 years of industry experience. She holds a Series 63 designation and has been with Naples Money Management since 2010. Her prior work includes long-term roles at Litchfield & Nelson Partners, Mutual Service Corporation, and Litchfield & Nelson, Inc. Naples Money Management advises individuals, high-net-worth clients, and charitable organizations, providing discretionary and non-discretionary portfolio management, financial planning, and wealth management services. The firm utilizes a top-down sector allocation combined with bottom-up security selection, employing equities, ETFs, options, and derivatives strategies within separately managed accounts.
Based on Naples Money Management LLC
Based on Naples Money Management LLC
Approximately $1,000 monthly (Annuity Management Services), negotiated with client
$5,000 - $49,999: 2.40% (Growth without Options); Income with Options not available $50,000 - $149,999: 2.30% (Income With Options); 1.90% (Growth Without Options) $150,000 - $499,999: 2.15% (Income With Options); 1.80% (Growth Without Options) $500,000 - $999,999: 2.00% (Income With Options); 1.65% (Growth Without Options) $1,000,000 - $1,999,999: 1.90% (Income With Options); 1.50% (Growth Without Options) $2,000,000 - $4,999,999: 1.55% (Income With Options); 1.15% (Growth Without Options) $5,000,000 - $9,999,999: 1.40% (Income With Options); 0.95% (Growth Without Options) $10,000,000+: 1.15% (Income With Options); 0.75% (Growth Without Options) Under $50,000 - $149,999: 1.55% (Collaborative Management) $150,000 - $499,999: 1.25% (Collaborative Management) Over $500,000+: 0.75% (Collaborative Management) No minimum stated+: 0.50% (The Van Winkle Portfolios)
Account minimum: $5,000 Minimum fee: $250 per year for accounts under $50,000
10001 Tamiami Trail North
Naples, FL 34108
Florida
Naples Money Management, LLC
2010 - Present (16 years)
Litchfield & Nelson Partners
1996 - Present (30 years)
Mutual Service Corporation
1989 - Present (37 years)
Litchfield & Nelson, Inc.
1988 - Present (38 years)
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Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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